WM WASTE MGMT INC

Ownership history in HALL LAURIE J TRUSTEE  ·  39 quarters on record

AI Ownership Summary

HALL LAURIE J TRUSTEE reported WASTE MGMT INC (WM) in 39 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.15% in 2026 Q1. The latest visible filing shows WM at 2.15% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WM ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HALL LAURIE J TRUSTEE's position in WASTE MGMT INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WM was reported at 2.15% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.15% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How HALL LAURIE J TRUSTEE held WM — position size vs. price
% of Fund (quarterly)    WM price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 26,518 +120 +0.5% 2.15% $6.1M 2026-04-06 $233.80
2025 Q4 ADDED 26,398 +885 +3.5% 1.93% $5.8M 2026-01-20 $220.42
2025 Q3 REDUCED 25,513 -25 -0.1% 1.84% $5.6M 2025-10-14 $216.41
2025 Q2 REDUCED 25,538 -40 -0.2% 1.93% $5.8M 2025-07-15 $223.24
2025 Q1 REDUCED 25,578 -777 -2.9% 2.11% $5.9M 2025-05-15 $224.62
2024 Q4 ADDED 26,355 +120 +0.5% 1.75% $5K 2025-01-16 $207.09
2024 Q3 REDUCED 26,235 -100 -0.4% 1.73% $5K 2024-10-08 $204.12
2024 Q2 REDUCED 26,335 -45 -0.2% 1.96% $6K 2024-07-22 $217.78
2024 Q1 REDUCED 26,380 -115 -0.4% 1.98% $6K 2024-04-23 $202.73
2023 Q4 REDUCED 26,495 -285 -1.1% 1.82% $5K 2024-01-11 $173.41
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About HALL LAURIE J TRUSTEE and WM

These are the practical questions this page is built to answer before you even open the full history table.

How long has HALL LAURIE J TRUSTEE reported owning WM?

HALL LAURIE J TRUSTEE reported WM across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported WM position in HALL LAURIE J TRUSTEE's portfolio?

The largest reported portfolio weight for WM was 2.15% in 2026 Q1.

What is the latest reported WM position on this page?

The most recent filing on this page is 2026 Q1, when HALL LAURIE J TRUSTEE reported 26,518 shares, equal to 2.15% of portfolio, with an estimated market value of $6.1M.

What does the chart on this WM ownership page compare?

The chart compares HALL LAURIE J TRUSTEE's quarterly WM portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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